Rosa Marquez
Carlsbad
Summary
Hard working experienced in Accounting, Accounts Receivable, Accounts Payable and Financial services. Well organized and dependable with excellent management skills focused on positive results. Reliable, conscientious and capable of taking initiative. Seeking a challenge position with a growing team.
Overview
24
24
years of professional experience
Work History
Problem Collector
Amazon Distribution Center
11.2021 - 01.2025
- Collecting items that had issues at time of packaging
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Managed time efficiently in order to complete all tasks within deadlines.
- Paid attention to detail while completing assignments.
Insurance Agent
Charpentier Insurance
07.2017 - 11.2020
- Open and close office balance daily books and deposits
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Assisted clients in navigating claims and the process, ensuring they received fair and timely resolutions.
- Educated clients on available auto and home insurance
- Ensured accurate policy administration by diligently reviewing and updating client information, reducing errors in coverage.
- Expedited insurance claims processing with timely and accurate chart updates, resulting in prompt reimbursements.
- Maintained up-to-date knowledge of insurance regulations, ensuring company compliance with current laws.
Account Specialist
The Bakersfield Californian
07.2014 - 05.2017
- Answer and direct daily incoming calls, post payments and maintain up to date records
- Performed audits
- Resolved complex billing and payment issues for balanced, accurate accounts.
- Reconciled accounts
- Coordinated with finance department to streamline billing processes, reducing errors and improving client trust.
- Achieved high levels of client satisfaction through timely resolution of billing disputes or other account-related concerns.
- Prepared and submitted timely invoices, statements and payment reminders for customers.
- Analyzed financial data and generated accurate, insightful reports for management.
Collection Specialist
Account Control Technology
09.2013 - 06.2014
- Negotiate with borrowers to arrange for payment of defaulted or delinquent debts on behalf of a wide variety of different clients.
- Achieved timely resolution of delinquent accounts by maintaining open communication lines with clients and diligently following up on payment promises.
- Provided exceptional customer service while resolving disputes.
- Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
- Negotiated payment plans with customers, prioritizing account resolution and maintaining professionalism throughout interactions.
- Used skip tracing and other techniques to locate debtors.
Office Manager
KCM LTD
06.2009 - 08.2011
- Supervised and trained staff, maintain up-to-date records all the time, answering phones for multiple lines, handle cash and deposits using the proper accounting procedures and documentation
- Processed payroll, electronic deposit and employee pay adjustments, managed opening and closing time with main branch
- Planned and executed major sale events, successfully helped the grand opening to the new location as well as adding a new day of operation in another location
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Oversaw office inventory activities.
- Assisted in the recruitment process, conducting interviews and onboarding new employees.
- Managed vendor relationships, negotiating contracts for cost savings.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Coordinated office events and meetings.
- Successfully helped grand openings to new location.
Store Manager
La Villa Meat Market
02.2005 - 06.2009
- Directed and managed all functions of store.
- Maintain up-to-date records at all times.
- Ordered and stocked meat cases and well as regular merchandise for the store
- Accurately balanced employees’ cash register, accurately and quickly calculating checks and made change
- Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.
- Supervised guests at front counter, answering questions regarding products.
Store Manager
Mc Mahan’s Furniture Store
04.2001 - 02.2005
- Coordinated the approval or rejection credit on purchases.
- Performed audit and reconciled accounts on wide variety of clientele using specialized accounting software
- Received, recorded, and deposit cash, checks, and vouchers as well as reconciled records of bank transactions
- Standardized department filing system to increase efficiency, Monitored multiple databases to keep track of all company inventory.
- Maintained up-to-date records all the time, effectively controlled the release of merchandise and filed all confidential information for clientele
- Supervised and trained staff
- Managed inventory control, cash control, and store opening and closing procedures.
Education
High School - Training General Office Program
Bakersfield Adult School
Online Payroll and Accounting Program
Universal Class
Business Administration
UEI College
Skills
- Office Management
- Store Management
- Leadership
- Payroll
- Excel
- Quick Books
- Marketing
- Business Communications
- Accounting
- Finance
- Human Resources
- AR/AP
- Invoice and Payment Transactions
- Financial Reports
- Cash Flow Analyst
- Invoice processing
- Delinquent account management
- Recovery techniques specialist
- Billing and collections best practices
- Collections
- Account reconciliation
Timeline
Problem Collector
Amazon Distribution Center
11.2021 - 01.2025
Insurance Agent
Charpentier Insurance
07.2017 - 11.2020
Account Specialist
The Bakersfield Californian
07.2014 - 05.2017
Collection Specialist
Account Control Technology
09.2013 - 06.2014
Office Manager
KCM LTD
06.2009 - 08.2011
Store Manager
La Villa Meat Market
02.2005 - 06.2009
Store Manager
Mc Mahan’s Furniture Store
04.2001 - 02.2005
Online Payroll and Accounting Program
Universal Class
Business Administration
UEI College
High School - Training General Office Program
Bakersfield Adult School
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